Holistic Planning’s iShares Core High Dividend ETF HDV Stock Holding History

Holistic Planning’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$311K	Buy	11,450 +2,865	+33%	+$76.3K	0.06%	233
2025 Q4	$209K	Buy	8,585 +40	+0.5%	+$973	0.04%	267
2025 Q3	$209K	Buy	+8,545	New	+$206K	0.06%	222
2024 Q3	–	Sell	-13,015	Closed	-$287K	–	159
2024 Q2	$287K	Hold	13,015	–	–	0.22%	87
2024 Q1	$287K	Buy	13,015 +210	+2%	+$4.42K	0.22%	87
2023 Q4	$261K	Buy	+12,805	New	+$252K	0.22%	94

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Holistic Planning's HDV Position: Q1 2026 in Review

Holistic Planning increased its iShares Core High Dividend ETF (HDV) stake by 33% in Q1 2026, buying an estimated $76.3K and bringing the position to 11,450 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #233.

Holistic Planning first reported a position in HDV in Q4 2023 and has held it in 6 quarters since. 856 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Holistic Planning held 11,450 shares of iShares Core High Dividend ETF worth $311K as of Q1 2026.
Holistic Planning bought 2,865 iShares Core High Dividend ETF shares in Q1 2026, an estimated $76.3K.
iShares Core High Dividend ETF made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #233 holding.
Holistic Planning first reported a position in iShares Core High Dividend ETF in Q4 2023 and has held it in 6 quarters since.
856 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.